Stillpoint Wealth fees and pricing

Financial planner in Delray Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 15, 2026, Stillpoint Wealth charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $5,000; “Ongoing Comprehensive Financial Planning SW collects an initial fee, no greater than $5,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are negotiable and some fees may vary by Client for similar services.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
“Fees are paid quarterly in advance, ranging from $1,875 to $3,750.”

Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
3 of the 3 other planners in Delray Beach that publish a flat or project fee charge less.

Principal: Brian Peterson
Solo practice: one person runs the firm, so you work directly with the planner.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341336
Phone: (561) 887-9554

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.